+59.7%
WM vs OPEN
-93.8%
+153.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -21.8% | +19.7% | -2.0% |
| 7D | +1.2% | -22.2% | +23.4% | +1.3% |
| 30D | +13.1% | -38.3% | +51.4% | +13.3% |
| 3M | +3.6% | -59.4% | +63.0% | +3.9% |
| 6M | +8.1% | -74.4% | +82.4% | +8.6% |
| YTD | +8.9% | -76.0% | +84.9% | +9.4% |
| 1Y | +20.3% | -78.7% | +99.0% | +20.9% |
| 3Y | +46.2% | -30.0% | +76.2% | +42.8% |
| All | +59.7% | -93.8% | +153.5% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling